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Sean Clary

“With over two decades in the financial industry, I've come to understand that true wealth management is about more than just the numbers; it's about building lasting relationships and crafting tailored strategies that reflect the unique goals and aspirations of each client. My commitment is to serve my clients with the same dedication and integrity that I learned in the United States Marine Corps. Ooh-Ra!”

- Sean Clary, Senior Vice President at Integrity Point Advisors

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My Story

With over 23 years of experience in portfolio management and client advisory, Sean Clary brings depth, discipline, and unwavering dedication to his role as Vice President of Wealth Management at Integrity Point Advisors.

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Sean’s career has been defined by one guiding principle — relationships built to last. His approach to wealth management is rooted in trust, consistency, and the belief that true success comes from understanding each client’s life story, not just their balance sheet. Over the decades, he has cultivated enduring partnerships with families who rely on his steady hand, sound judgment, and thoughtful, long-term perspective.

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Before joining Integrity Point Advisors, Sean spent over two decades at TD Ameritrade, beginning his tenure in 1999. There, he developed a deep command of the markets, mastering portfolio construction and asset allocation while managing more than $600 million in client assets. His clients valued not just his technical expertise, but his calm presence and commitment to excellence in every interaction.

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Holding Series 7, 9, 10, 63, and 66 licenses, Sean brings a wealth of technical proficiency to complement his client-first philosophy. His disciplined mindset and integrity were forged early through his proud service in the United States Marine Corps — values that continue to define his professional ethos today.

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Based in Melville, Long Island, Sean enjoys life with his wife Connie and their daughter Malia. Outside the office, he applies the same focus and perseverance that drive his professional life — values that have earned him not only his clients’ trust, but their enduring respect.

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At Integrity Point Advisors, Sean exemplifies our firm’s mission: to deliver advice grounded in integrity, backed by experience, and strengthened through lifelong relationships.

Contact

I'm always looking for new and exciting opportunities. Let's connect.

516-761-9075

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CONTACT
info@integritypointadvisors.com
Toll Free: 800-280-1180

Phone: ‪(631) 800-3667‬
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Investment advice offered through Integrity Point Advisors, a doing business name for Gladstone Institutional Advisory LLC, an SEC registered
investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information
described herein is not meant to be a substitute for legal, accounting, or tax advice.
For more information see | Gladstone Form CRS | Gladstone Brochures | Gladstone Form ADV |

© 2023 by Integrity Point Advisors

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